Insurance Planning Associate: Client-First Planning

A national financial planning firm is seeking a Planning Associate to support client-centric insurance solutions, including life, long-term care, and annuities. This role is ideal for an ambitious professional who excels in building client relationships and managing workflows. Responsibilities include collaborating with financial professionals, conducting product research, and maintaining client records. Candidates should have a bachelor's degree and experience in client-facing roles. This position emphasizes proactive problem-solving and excellent communication skills. #J-18808-Ljbffr